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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,767 | $76,834+55.9% | $108,359+10.5% | $87,485+36.9% |
| Participation rate | 43.8% | 61.7%-17.9pp | 70.1%-26.3pp | 68.9%-25.1pp |
| Annual return | 14.62% | 19.09%-4.5pp | 36.89%-22.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $10 | $1,556-99.3% | $2,399-99.6% | $2,596-99.6% |
| Participant deferral / active EE | $3,515 | $3,100+13.4% | $4,137-15.0% | $4,274-17.8% |
| Admin fee / account holder | $7,655 | $6,537+17.1% | $9,741-21.4% | $7,775-1.5% |